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WINCORAM ASSET MANAGEMENT LLC
WINCORAM ASSET MANAGEMENT LLC
HOUSTON, Texas
·
9 registered advisors
·
CRD# 312425
SEC# 801-120919
0
832-791-2320
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at WINCORAM ASSET MANAGEMENT LLC
9 registered advisors
Andrew Thomas Gilbert
HOUSTON, Texas
CRD# 2632031
Jacob Benjamin Smith
HOUSTON, Texas
CRD# 7335431
Jason Brent Goldstein
HOUSTON, Texas
CRD# 2337343
Jennifer Grube Straumins
HOUSTON, Texas
CRD# 7335432
John Newell Culbertson
HOUSTON, Texas
CRD# 7336699
Michael Bertuccio
HOUSTON, Texas
CRD# 7121777
Shalin Mukund Shah
HOUSTON, Texas
CRD# 7335430
Tinu Puthenparampil Cherian
HOUSTON, Texas
CRD# 7335428
William Howard Mccartney
HOUSTON, Texas
CRD# 7335426
05
Office Locations
HOUSTON, Texas
9 advisors
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Data sourced from SEC Form ADV filings. WINCORAM ASSET MANAGEMENT LLC (CRD# 312425) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.